Salary
💰 $76,000 - $95,000 per year
About the role
- Support the agent onboarding function by coordinating documentation, verifying credentials, and ensuring timely processing of appointments
- Appoint agencies on behalf of the issuing carrier, maintaining accurate records and ensuring compliance with carrier requirements
- Validate and maintain documentation of individual agent and adjuster proficiency, including state licensing and continuing education
- Coordinate training sessions by managing logistics, distributing materials, and tracking attendance and completion
- Issue and maintain certificates of completion for internal and external training programs
- Serve as a central resource for administrative support across departments, capable of executing a wide range of operational tasks
- Identify and implement process improvements to enhance administrative efficiency and accuracy
- Maintain organized and compliant records management systems for agency and licensing documentation
- Collaborate with internal teams and external partners to resolve administrative issues and ensure smooth operations
- Other projects and duties as assigned
Requirements
- Bachelor’s degree in business administration or related field
- 5+ years of experience in administrative operations, preferably in the insurance or financial services industry
- Experience with agent onboarding, licensing, and training coordination strongly preferred
- Demonstrated ability to manage multiple tasks across departments and support cross-functional teams
- Paid time off for company holidays
- Vacation days
- Sick and personal days
- Paid parental leave
- Mental health services and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrative operationsagent onboardinglicensing coordinationtraining coordinationrecords managementprocess improvementdocumentation verificationcredential verificationcompliance managementattendance tracking
Soft skills
organizational skillscommunication skillscollaborationproblem-solvingtime managementattention to detailmulti-taskinglogistics managementresourcefulnessadaptability
Certifications
Bachelor’s degree